State Street Corp
STT- Exchange
- NYSE
- Industry
- State Commercial Banks
- SEC CIK
- 0000093751
In the last 90 days, State Street Corp insiders filed 0 open-market purchases and 4 sales; 1,261 institutions reported holding it in 13F filings for Q2 2026, worth $42.6B in total; Harris Associates (Oakmark) is the only superinvestor holding it.
Other share classesSTT.PG
13F holders, Q3 2024
Institutional positions in State Street Corp as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 924
- +27 vs. Q2 2024
- Shares held
- 257.2M
- +11.0M (+4.5%) vs. Q2 2024
- Total value
- $22.8B
- +$4.54B (+24.9%) vs. Q2 2024
- New holders
- 103
- 278 more added
- Sold out
- 76
- 376 more reduced
7 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting STT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,261 | $42.6B |
| Q1 2026 | 1,141 | $32.2B |
| Q4 2025 | 1,102 | $33.4B |
| Q3 2025 | 1,033 | $30.3B |
| Q2 2025 | 997 | $27.6B |
| Q1 2025 | 991 | $23.3B |
| Q4 2024 | 1,006 | $25.3B |
| Q3 2024 | 924 | $22.8B |
| Q2 2024 | 904 | $20.1B |
| Q1 2024 | 921 | $20.7B |
| Q4 2023 | 905 | $20.5B |
| Q3 2023 | 843 | $18.3B |
| Q2 2023 | 846 | $21.1B |
| Q1 2023 | 903 | $22.8B |
| Q4 2022 | 887 | $24.2B |
| Q3 2022 | 830 | $19.9B |
| Q2 2022 | 840 | $20.3B |
| Q1 2022 | 877 | $29.3B |
| Q4 2021 | 901 | $31.3B |
| Q3 2021 | 841 | $28.1B |
| Q2 2021 | 834 | $25.6B |
| Q1 2021 | 839 | $26.8B |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding State Street Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Checchi Capital Advisers, LLC | 4,321 | $382.3K | 0.03% | −26−0.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 4,300 | $380.4K | 0.18% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 4,295 | $380.0K | 0.05% | −20.0% | Reduced |
| Jackson Creek Investment Advisors LLC | 4,284 | $379.0K | 0.11% | +4,284 | New |
| Ritholtz Wealth Management | 4,258 | $376.7K | 0.01% | −2,218−34.2% | Reduced |
| Forum Financial Management, LP | 4,251 | $376.1K | 0.01% | −6−0.1% | Reduced |
| Delta Investment Management, LLC | 4,164 | $368.4K | 0.08% | −53−1.3% | Reduced |
| Hilltop Holdings Inc. | 4,152 | $367.3K | 0.02% | +472+12.8% | Added |
| Neville Rodie & Shaw Inc | 4,150 | $367.0K | 0.03% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 4,148 | $367.0K | 0.13% | +10.0% | Added |
| MBB Public Markets I LLC | 4,140 | $366.3K | 0.03% | −17,875−81.2% | Reduced |
| Trust Co of the South | 4,117 | $364.2K | 0.08% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 4,141 | $363.9K | 0.01% | +4,141 | New |
| NorthRock Partners, LLC | 4,097 | $362.4K | 0.01% | +50+1.2% | Added |
| Piscataqua Savings Bank | 4,067 | $359.8K | 0.31% | 00.0% | Unchanged |
| Trust Asset Management LLC | 4,066 | $359.7K | 0.03% | 00.0% | Unchanged |
| Busey Wealth Management | 4,060 | $359.2K | 0.01% | +25+0.6% | Added |
| Sachetta, LLC | 4,030 | $356.5K | 0.14% | 00.0% | Unchanged |
| Summit Wealth & Retirement Planning, Inc. | 4,022 | $355.8K | 0.11% | 00.0% | Unchanged |
| Horizon Investments, LLC | 4,052 | $355.4K | 0.01% | −258−6.0% | Reduced |
| Evanson Asset Management, LLC | 3,975 | $351.7K | 0.03% | −235−5.6% | Reduced |
| TownSquare Capital, LLC | 3,969 | $351.1K | 0.00% | +3,969 | New |
| Sherbrooke Park Advisers LLC | 3,956 | $350.0K | 0.08% | +3,956 | New |
| DGS Capital Management, LLC | 3,948 | $349.3K | 0.09% | +9+0.2% | Added |
| Axq Capital, LP | 3,947 | $349.2K | 0.11% | −15,724−79.9% | Reduced |
| BBR Partners, LLC | 3,900 | $345.0K | 0.03% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 3,895 | $344.6K | 0.09% | +950+32.3% | Added |
| Mesirow Financial Investment Management, Inc. | 3,843 | $340.0K | 0.01% | −102−2.6% | Reduced |
| Systematic Alpha Investments, LLC | 3,798 | $336.0K | 0.01% | 00.0% | Unchanged |
| Horizon Advisory Services, Inc. | 3,789 | $335.2K | 0.15% | −75−1.9% | Reduced |
| BFSG, LLC | 3,725 | $329.6K | 0.04% | −50−1.3% | Reduced |
| Ronald Blue Trust, Inc. | 4,452 | $329.5K | 0.00% | +1,591+55.6% | Added |
| Morningstar Investment Services LLC | 3,717 | $328.0K | 0.00% | +364+10.9% | Added |
| Essex Savings Bank | 3,700 | $327.3K | 0.08% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 3,672 | $324.9K | 0.06% | +32+0.9% | Added |
| Catalyst Funds Management Pty Ltd | 3,600 | $318.5K | 0.07% | +3,600 | New |
| Sequoia Financial Advisors, LLC | 3,545 | $313.6K | 0.00% | +529+17.5% | Added |
| Norway Savings Bank | 3,523 | $311.7K | 0.17% | −250−6.6% | Reduced |
| Dark Forest Capital Management LP | 3,518 | $311.2K | 0.04% | +3,518 | New |
| Highland Capital Management, LLC | 3,500 | $309.6K | 0.02% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 3,499 | $309.6K | 0.00% | −897−20.4% | Reduced |
| Means Investment Co., Inc. | 3,494 | $309.2K | 0.03% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 3,480 | $307.8K | 0.00% | +3,480 | New |
| Juncture Wealth Strategies, LLC | 3,468 | $306.8K | 0.12% | +300+9.5% | Added |
| Lake Street Advisors Group, LLC | 3,408 | $301.5K | 0.01% | +96+2.9% | Added |
| Farther Finance Advisors, LLC | 3,399 | $300.7K | 0.01% | +1,656+95.0% | Added |
| Fifth Third Wealth Advisors LLC | 3,393 | $300.2K | 0.02% | +38+1.1% | Added |
| Beaumont Financial Advisors, LLC | 3,379 | $298.9K | 0.02% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 3,374 | $298.5K | 0.01% | −402−10.6% | Reduced |
| Ramirez Asset Management, Inc. | 3,355 | $296.8K | 0.06% | +933+38.5% | Added |
| Siemens Fonds Invest GmbH | 3,348 | $295.7K | 0.02% | 00.0% | Unchanged |
| Sandy Spring Bank | 3,340 | $295.5K | 0.01% | −21−0.6% | Reduced |
| Blue Fin Capital, Inc. | 3,339 | $295.4K | 0.06% | 00.0% | Unchanged |
| Zhang Financial LLC | 3,247 | $287.3K | 0.02% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 3,243 | $284.4K | 0.11% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 3,200 | $283.1K | 0.00% | −245,600−98.7% | Reduced |
| Beacon Financial Group | 3,164 | $279.9K | 0.03% | −348−9.9% | Reduced |
| Private Trust Co NA | 3,145 | $278.2K | 0.03% | −16−0.5% | Reduced |
| Kestra Private Wealth Services, LLC | 3,143 | $278.1K | 0.01% | +84+2.7% | Added |
| Cigna Investments Inc | 3,130 | $277.0K | 0.05% | −56−1.8% | Reduced |
| Perigon Wealth Management, LLC | 3,130 | $276.9K | 0.01% | −21−0.7% | Reduced |
| Modera Wealth Management, LLC | 3,129 | $276.8K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 3,113 | $275.4K | 0.08% | −75−2.4% | Reduced |
| AMG National Trust Bank | 3,100 | $274.3K | 0.01% | 00.0% | Unchanged |
| Burt Wealth Advisors | 3,088 | $273.2K | 0.07% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 3,064 | $271.1K | 0.02% | +3,064 | New |
| ISAM Funds (UK) Ltd | 3,062 | $270.9K | 0.15% | +3,062 | New |
| Resources Investment Advisors, LLC. | 3,050 | $269.8K | 0.00% | +3,050 | New |
| Atlantic Trust, LLC | 3,046 | $269.5K | 0.06% | +26+0.9% | Added |
| Ameritas Investment Partners, Inc. | 3,025 | $267.6K | 0.01% | −259−7.9% | Reduced |
| Premier Path Wealth Partners, LLC | 3,007 | $266.0K | 0.04% | +225+8.1% | Added |
| Cohen Capital Management, Inc. | 3,000 | $265.4K | 0.04% | 00.0% | Unchanged |
| Foster & Motley Inc | 2,988 | $264.0K | 0.02% | −133−4.3% | Reduced |
| Baader Bank INC | 2,968 | $262.6K | 0.02% | 00.0% | Unchanged |
| Kidder Stephen W | 2,950 | $261.0K | 0.08% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 2,900 | $256.6K | 0.01% | +20+0.7% | Added |
| Pallas Capital Advisors LLC | 2,782 | $255.6K | 0.01% | −112−3.9% | Reduced |
| Prio Wealth Limited Partnership | 2,872 | $254.1K | 0.01% | 00.0% | Unchanged |
| Capital Wealth Planning, LLC | 2,845 | $251.7K | 0.00% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 2,786 | $250.4K | 0.02% | −328−10.5% | Reduced |
| Webster Bank, N. A. | 2,824 | $249.8K | 0.03% | 00.0% | Unchanged |
| Financial Advisors, LLC | 2,820 | $249.5K | 0.05% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 2,812 | $248.8K | 0.00% | −60−2.1% | Reduced |
| Mystic Asset Management, Inc. | 2,800 | $247.7K | 0.09% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 2,800 | $247.7K | 0.02% | +2,800 | New |
| Callan Family Office, LLC | 2,744 | $242.8K | 0.04% | +2,744 | New |
| Regions Financial Corp | 2,739 | $242.3K | 0.00% | −174−6.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,739 | $242.3K | 0.03% | −14−0.5% | Reduced |
| Bollard Group LLC | 2,734 | $242.0K | 0.01% | +25+0.9% | Added |
| Stephens Inc | 2,726 | $241.2K | 0.00% | −38−1.4% | Reduced |
| Farmers & Merchants Investments Inc | 2,726 | $241.2K | 0.01% | −5−0.2% | Reduced |
| St Germain D J Co Inc | 2,689 | $237.9K | 0.01% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 2,680 | $237.1K | 0.01% | +2,680 | New |
| KCM Investment Advisors LLC | 2,651 | $234.5K | 0.01% | −131−4.7% | Reduced |
| Cohen Klingenstein LLC | 2,650 | $234.4K | 0.01% | +2,650 | New |
| PEAK6 Investments LLC | 2,633 | $232.9K | 0.01% | −1,145−30.3% | Reduced |
| SpiderRock Advisors, LLC | 2,618 | $231.6K | 0.00% | −1,577−37.6% | Reduced |
| Davidson Trust Co | 2,611 | $231.0K | 0.12% | −451−14.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 2,596 | $229.7K | 0.00% | −247−8.7% | Reduced |
| Cornerstone Advisory, LLC | 2,567 | $227.1K | 0.03% | +2,567 | New |